Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIS charges a management fee of up to 1.75% of assets under management annually for discretionary portfolio management. A limited select group of clients may be charged up to 2.0% annually. Fees are billed monthly in arrears. Financial planning services are compensated via hourly fees (minimum $300 per plan) or fixed fees, negotiated in advance. Clients may also incur transaction fees charged by custodians. The firm requires a minimum of $25,000 to open an account, which may be waived.
Areas of Practice
Advisor Information
Office location
12 3rd Street North, Humboldt, IA, 50548
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amanda is involved in several business activities. She dedicates nearly all of her time to fixed insurance and annuity sales through Trustworthy Financial LLC, works as an executive assistant for Johnson Wealth and Income Management (about 10% of her time), markets for investment advisory and fixed insurance services under The Retirement Income Source DBA (no time commitment), and is a non-voting owner of Trustworth Financial, LLC (no time commitment).